Westmount Partners, LLC
Sector Allocation
- Technology37.4%$169.9M
- Other32.1%$145.9M
- Financials8.6%$39.2M
- Healthcare5.0%$22.7M
- Industrials4.9%$22.4M
- Consumer Discretionary4.9%$22.2M
- Consumer Staples3.3%$15.1M
- Communication Services1.5%$6.7M
- Energy1.1%$5.1M
- Utilities0.7%$3.3M
AUM History
13fpro.ai/research/fund/westmount-partners-llc-2051491
Conviction and streaks
Concentrating · top 10 = 38.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$53.4MNVDA
$18.8MAVGO
$18.3M- VANGUARD$18.3M
MSFT
$14.4MAMZN
$11.8MSPY
$11.0MGOOGL
$11.0MDOV
$9.3M- ISHARES$9.1M
CACI
$9.0MBRK.B
$8.6M- VANGUARD$7.7M
WMT
$6.5MQQQ
$6.0MGOOG
$5.8MIBM
$5.5MMRVL
$4.1M- ISHARES$4.0M
ILMN
$4.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/westmount-partners-llc-2051491
Westmount Partners, LLC 13F holdings — Q2 2026
$457.1M portfolio (+12.5% QoQ) · 275 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
Includes $2.6M of put/call options ($0 puts, $2.6M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $454.5M. Weights use the stock portfolio.
$53.4M
11.8% of stocks
+7%This quarter+10.7%Since filed7+ qtrsHeld$18.8M
4.2% of stocks
+5%This quarter+9.7%Since filed7+ qtrsHeld$18.3M
4.0% of stocks
+0.5%This quarter-11.2%Since filed7+ qtrsHeld- 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$18.3M
4.0% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— $14.4M
3.2% of stocks
+2%This quarter+37.0%Since filed7+ qtrsHeld$11.8M
2.6% of stocks
+3%This quarter+1.3%Since filed7+ qtrsHeld$11.0M
2.4% of stocks
+10%This quarter+2.4%Since filed7+ qtrsHeld$11.0M
2.4% of stocks
-6%This quarter-13.6%Since filed7+ qtrsHeld$9.3M
2.0% of stocks
+6%This quarter-5.4%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row- 10
ISHARES TR - CORE S&P500 ETF
$9.1M
2.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Westmount Partners, LLC (Q2 2026)
275 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CACI INTERNATIONAL INC /DE/ | Technology | $9.0M | 2.0% | 19K | -9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $8.6M | 1.9% | 17K | -6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $7.7M | 1.7% | 21K | +3% | — | — | 13F |
| 14 | Walmart Inc. | Consumer Staples | $6.5M | 1.4% | 57K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $6.0M | 1.3% | 8,128 | -14% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $5.8M | 1.3% | 16K | +3% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.5M | 1.2% | 20K | +1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Marvell Technology, Inc. | Technology | $4.1M | 0.9% | 14K | +3% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $4.0M | 0.9% | 27K | +3% | — | — | 13F |
| 20 | ILLUMINA, INC. | Healthcare | $4.0M | 0.9% | 23K | -35% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - CORE 80 20 ETFetf/fund | — | $3.7M | 0.8% | 38K | +2% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $3.7M | 0.8% | 43K | +416% | — | — | 13F |
| 23 | Astrana Health, Inc. | Technology | $3.6M | 0.8% | 78K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.4M | 0.8% | 3,672 | +0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $3.3M | 0.7% | 60K | -1% | — | — | 13F |
| 26 | $META | Meta Platforms, Inc. | Technology | $3.3M | 0.7% | 5,794 | +8% | |||
| 27 | $BMRC | Bank of Marin Bancorp | Financials | $3.2M | 0.7% | 115K | — | |||
| 28 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.2M | 0.7% | 7,531 | +6% | |||
| 29 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $3.1M | 0.7% | 105K | — | |||
| 30 | $INTC | INTEL CORP | Technology | $3.1M | 0.7% | 22K | -24% | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $3.0M | 0.7% | 9,237 | +1% | |||
| 32 | $ORCL | ORACLE CORP | Technology | $2.9M | 0.6% | 20K | +2% | |||
| 33 | $HOOD | Robinhood Markets, Inc. | Financials | $2.8M | 0.6% | 28K | -0.2% | |||
| 34 | $KFY | KORN FERRY | Industrials | $2.8M | 0.6% | 42K | — | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $2.7M | 0.6% | 2,289 | -0.8% | |||
| 36 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.7M | 0.6% | 12K | +0.1% | |||
| 37 | — | ISHARES TR - MSCI EAFE ETF | — | $2.6M | 0.6% | 25K | +0.1% | |||
| 38 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.6M | 0.6% | 31K | +2% | |||
| 39 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $2.5M | 0.6% | 80K | — | |||
| 40 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.5M | 0.5% | 8,232 | +0.6% | |||
| 41 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.5% | 9,734 | -14% | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $2.4M | 0.5% | 40K | New | |||
| 43 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.3M | 0.5% | 6,536 | +0.5% | |||
| 44 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.3M | 0.5% | 17K | +0.0% | |||
| 45 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.5% | 16K | -11% | |||
| 46 | $V | VISA INC. | Financials | $2.2M | 0.5% | 6,515 | +2% | |||
| 47 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $2.2M | 0.5% | 64K | -2% | |||
| 48 | $WT | WisdomTree, Inc. | Financials | $2.1M | 0.5% | 42K | +0.2% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.1M | 0.5% | 15K | -16% | |||
| 50 | $NFLX | NETFLIX INC | Communication Services | $2.1M | 0.5% | 29K | -3% | |||
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $2.0M | 0.4% | 38K | +0.1% | |||
| 52 | $CAT | CATERPILLAR INC | Industrials | $2.0M | 0.4% | 1,859 | +0.2% | |||
| 53 | — | ISHARES TR - RUS 1000 ETF | — | $2.0M | 0.4% | 4,776 | -0.9% | |||
| 54 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.9M | 0.4% | 27K | +48% | |||
| 55 | $QCOM | QUALCOMM INC/DE | Technology | $1.9M | 0.4% | 10K | +1.0% | |||
| 56 | $DIS | Walt Disney Co | Communication Services | $1.9M | 0.4% | 20K | +14% | |||
| 57 | — | ISHARES TR - CORE S&P TTL STK | — | $1.9M | 0.4% | 11K | +4% | |||
| 58 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.8M | 0.4% | 9,200 | — | |||
| 59 | $PANW | Palo Alto Networks Inc | Technology | $1.7M | 0.4% | 5,100 | +11% | |||
| 60 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.7M | 0.4% | 61K | +0.4% | |||
| 61 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.7M | 0.4% | 21K | -13% | |||
| 62 | — | ISHARES TR - CORE 60 BALA ETF | — | $1.7M | 0.4% | 24K | +41% | |||
| 63 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.6M | 0.3% | 44K | -1% | |||
| 64 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.6M | 0.3% | 13K | +303% | |||
| 65 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $1.5M | 0.3% | 6,623 | +0.4% | |||
| 66 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $1.5M | 0.3% | 40K | — | |||
| 67 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | — | |||
| 68 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.5M | 0.3% | 3,764 | +6% | |||
| 69 | — | ISHARES TR - CORE MSCI EAFE | — | $1.5M | 0.3% | 15K | +0.2% | |||
| 70 | $ABBV | AbbVie Inc. | Healthcare | $1.4M | 0.3% | 5,727 | -53% | |||
| 71 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.3% | 2,473 | +36% | |||
| 72 | $LRCX | LAM RESEARCH CORP | Technology | $1.4M | 0.3% | 3,263 | +4% | |||
| 73 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.3% | 3,778 | -19% | |||
| 74 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.4M | 0.3% | 17K | +851% | |||
| 75 | $AMGN | AMGEN INC | Healthcare | $1.4M | 0.3% | 3,735 | -2% | |||
| 76 | $PSX | Phillips 66 | Energy | $1.4M | 0.3% | 7,987 | +0.6% | |||
| 77 | — | PROSHARES TR - ULTRPRO S&P500 | — | $1.3M | 0.3% | 9,370 | +10% | |||
| 78 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $1.3M | 0.3% | 35K | -2% | |||
| 79 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $1.3M | 0.3% | 8,526 | -1% | |||
| 80 | $RDNT | RadNet, Inc. | Healthcare | $1.2M | 0.3% | 20K | — | |||
| 81 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.2M | 0.3% | 10K | +580% | |||
| 82 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.2M | 0.3% | 21K | +5% | |||
| 83 | — | ISHARES TR - U.S. TECH ETF | — | $1.1M | 0.3% | 4,530 | — | |||
| 84 | $ABNB | Airbnb, Inc. | Technology | $1.1M | 0.2% | 7,661 | New | |||
| 85 | $KO | COCA COLA CO | Consumer Staples | $1.1M | 0.2% | 13K | +7% | |||
| 86 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.1M | 0.2% | 13K | -0.2% | |||
| 87 | — | ISHARES TR - EAFE SML CP ETF | — | $1.1M | 0.2% | 13K | +2% | |||
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.1M | 0.2% | 18K | +34% | |||
| 89 | $RSI | Rush Street Interactive, Inc. | Communication Services | $1.0M | 0.2% | 35K | — | |||
| 90 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.0M | 0.2% | 36K | -3% | |||
| 91 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $1.0M | 0.2% | 26K | — | |||
| 92 | — | ISHARES TR - LOW CA OP MS ETF | — | $1.0M | 0.2% | 4,067 | -1% | |||
| 93 | $IONS | IONIS PHARMACEUTICALS INC | Healthcare | $1.0M | 0.2% | 13K | — | |||
| 94 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.0M | 0.2% | 4,314 | +0.0% | |||
| 95 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.0M | 0.2% | 2,104 | -15% | |||
| 96 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.0M | 0.2% | 992 | +8% | |||
| 97 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.2% | 851 | +13% | |||
| 98 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $997K | 0.2% | 28K | — | |||
| 99 | — | ISHARES INC - CORE MSCI EMKT | — | $937K | 0.2% | 11K | +48% | |||
| 100 | — | ISHARES TR - CORE S&P MCP ETF | — | $923K | 0.2% | 12K | +4% | |||
| 101 | $NTHI | NEONC TECHNOLOGIES HOLDINGS, INC. | Healthcare | $893K | 0.2% | 197K | +355% | |||
| 102 | $SRE | SEMPRA | Utilities | $876K | 0.2% | 9,449 | — | |||
| 103 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $860K | 0.2% | 2,836 | — | |||
| 104 | $CSCO | CISCO SYSTEMS, INC. | Technology | $845K | 0.2% | 7,197 | -0.4% | |||
| 105 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $815K | 0.2% | 12K | — | |||
| 106 | $BA | BOEING CO | Industrials | $815K | 0.2% | 3,763 | -45% | |||
| 107 | — | VANGUARD INDEX FDS - VALUE ETF | — | $798K | 0.2% | 3,663 | — | |||
| 108 | — | ISHARES TR - RUS 1000 VAL ETF | — | $791K | 0.2% | 3,261 | -4% | |||
| 109 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $783K | 0.2% | 8,906 | +399% | |||
| 110 | $UNP | UNION PACIFIC CORP | Industrials | $766K | 0.2% | 2,817 | +22% | |||
| 111 | $NEE | NEXTERA ENERGY INC | Utilities | $757K | 0.2% | 8,630 | +17% | |||
| 112 | — | ISHARES TR - MSCI EMG MKT ETF | — | $751K | 0.2% | 11K | -44% | |||
| 113 | $COP | CONOCOPHILLIPS | Energy | $737K | 0.2% | 7,085 | +0.1% | |||
| 114 | $AXP | AMERICAN EXPRESS CO | Financials | $732K | 0.2% | 2,163 | -39% | |||
| 115 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $703K | 0.1% | 2,352 | — | |||
| 116 | $MA | Mastercard Inc | Financials | $690K | 0.1% | 1,343 | -0.7% | |||
| 117 | $SHOP | SHOPIFY INC. | Technology | $663K | 0.1% | 5,806 | +10% | |||
| 118 | $LMT | LOCKHEED MARTIN CORP | Industrials | $654K | 0.1% | 1,284 | +0.6% | |||
| 119 | $BX | Blackstone Inc. | Financials | $644K | 0.1% | 5,475 | +0.3% | |||
| 120 | $MRK | Merck & Co., Inc. | Healthcare | $644K | 0.1% | 5,013 | +3% | |||
| 121 | $PM | Philip Morris International Inc. | Consumer Staples | $638K | 0.1% | 3,524 | +0.4% | |||
| 122 | $PEP | PEPSICO INC | Consumer Staples | $635K | 0.1% | 4,693 | — | |||
| 123 | $ASML | ASML HOLDING NV | Technology | $633K | 0.1% | 318 | — | |||
| 124 | — | PROSHARES TR - ULTRAPRO QQQ | — | $622K | 0.1% | 7,675 | +12% | |||
| 125 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $616K | 0.1% | 7,360 | — | |||
| 126 | — | ISHARES TR - RUS MID CAP ETF | — | $614K | 0.1% | 5,568 | -0.1% | |||
| 127 | — | ISHARES TR - CORE MSCI INTL | — | $608K | 0.1% | 6,827 | New | |||
| 128 | $MCD | MCDONALDS CORP | Consumer Discretionary | $607K | 0.1% | 2,245 | +2% | |||
| 129 | $DE | DEERE & CO | Industrials | $604K | 0.1% | 953 | +3% | |||
| 130 | $CVX | CHEVRON CORP | Energy | $604K | 0.1% | 3,644 | +0.3% | |||
| 131 | $URI | UNITED RENTALS, INC. | Industrials | $597K | 0.1% | 527 | +0.8% | |||
| 132 | $APO | Apollo Global Management, Inc. | Financials | $592K | 0.1% | 5,000 | — | |||
| 133 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $587K | 0.1% | 10K | -2% | |||
| 134 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $582K | 0.1% | 8,093 | +0.7% | |||
| 135 | $GRAL | GRAIL, Inc. | Healthcare | $567K | 0.1% | 8,312 | +0.4% | |||
| 136 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | — | $561K | 0.1% | 20K | — | |||
| 137 | $CLS | CELESTICA INC | Technology | $557K | 0.1% | 1,528 | +2% | |||
| 138 | $CSX | CSX CORP | Industrials | $554K | 0.1% | 12K | +2% | |||
| 139 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $540K | 0.1% | 1,076 | -2% | |||
| 140 | — | ISHARES TR - CORE DIV GRWTH | — | $538K | 0.1% | 7,100 | New | |||
| 141 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $536K | 0.1% | 6,536 | — | |||
| 142 | $FICO | FAIR ISAAC CORP | Technology | $533K | 0.1% | 446 | — | |||
| 143 | — | ISHARES TR - CORE MSCI TOTAL | — | $531K | 0.1% | 5,563 | +2% | |||
| 144 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $527K | 0.1% | 2,392 | — | |||
| 145 | $DUK | Duke Energy CORP | Utilities | $525K | 0.1% | 4,144 | +3% | |||
| 146 | $GRMN | GARMIN LTD | Technology | $524K | 0.1% | 2,205 | — | |||
| 147 | $ETN | Eaton Corp plc | Industrials | $517K | 0.1% | 1,214 | +5% | |||
| 148 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $510K | 0.1% | 706 | +6% | |||
| 149 | — | INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS | — | $508K | 0.1% | 11K | — | |||
| 150 | — | DIREXION SHARES ETF TRUST - DA TE BU 3X ETF | — | $508K | 0.1% | 2,202 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 37 new, 113 added to, 60 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.
New positions (37)
$ABNBAirbnb, Inc.$1.1M
first bought this quarter
- ISHARES TR - CORE MSCI INTL$608K
first bought this quarter
- ISHARES TR - CORE DIV GRWTH$538K
first bought this quarter
- DIREXION SHARES ETF TRUST - DA TE BU 3X ETF$508K
first bought this quarter
$MUCALLMICRON TECHNOLOGY INC$462K
first bought this quarter
- VANECK ETF TRUST - SEMICONDUCTR ETF$442K
first bought this quarter
+31 more in the Excel export
Added to (113)
now $53.4M · held 7+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+416%
now $3.7M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+10%
now $18.3M
- VANGUARD INDEX FDS - MID CAP ETF+851%
now $1.4M
- ISHARES TR - RUS 1000 GRW ETF+303%
now $1.6M
- VANGUARD WORLD FD - INF TECH ETF+580%
now $1.2M
+107 more in the Excel export
Trimmed (60)
now $4.0M · held 7+ qtrs, 3 trims in a row
$ABBVAbbVie Inc.-53%
now $1.4M · held 7+ qtrs
$INTCINTEL CORP-24%
now $3.1M · held 7+ qtrs
now $6.0M · held 7+ qtrs
$SNDKCALLSandisk Corp-67%
now $455K
now $9.0M · held 7+ qtrs
+54 more in the Excel export
Holdings by quarter
Every 13F Westmount Partners, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Westmount Partners?
Q2 2026 13F filed with the SEC on Jul 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Westmount Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+7.8%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 14% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Westmount Partners, LLC disclosed 275 positions worth $457.1M in its Form 13F-HR for Q2 2026 — $454.5M in common stock plus $2.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 11.8% of the equity portfolio, followed by $NVDA and $AVGO. During the quarter the fund opened 37 new positions and exited 27 — including a new stake in $ABNB and a full exit from $MASI. The portfolio is most concentrated in Technology (37.4% of disclosed assets). All figures are sourced directly from Westmount Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2051491.
Funds like this
managers whose biggest positions overlap Westmount Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Westmount Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Westmount Partners, LLC (SEC CIK: 2051491), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Westmount Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.